AWMS

Advocacy Wealth Management Services Portfolio holdings

AUM $1.63B
1-Year Est. Return 9.78%
This Quarter Est. Return
1 Year Est. Return
+9.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$668M
AUM Growth
+$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Sells

1 +$5.05M
2 +$3.58M
3 +$3.53M
4
CHIX
Global X MSCI China Financials ETF
CHIX
+$2.38M
5
KBWB icon
Invesco KBW Bank ETF
KBWB
+$1.33M

Sector Composition

1 Consumer Discretionary 0.07%
2 Financials 0.05%
3 Technology 0.04%
4 Communication Services 0.02%
5 Healthcare 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-234
152
$0 ﹤0.01%
1
153
$0 ﹤0.01%
+30